2023 Form 5500 filing — K&W And Fathers Inc 401(K) Profit Sharing Plan & Trust

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240417152013NAL0003427456001) for K&W And Fathers Inc 401(K) Profit Sharing Plan & Trust, reported by K&W And Fathers Inc under EIN 13-3818721 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$574KReported net assets$573,989
Participants3
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240417152013NAL0003427456001
Plan sponsor
K&W And Fathers Inc
EIN
13-3818721
Plan number
001
Location
Jericho, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$574K total assets
Net assets$574KLiabilities$0
Money in vs. money out
Total income / additions$132.1K
Total expenses$120
Benefits paid / distributions$0
Contributions
Employer$6.3K
Participant$19.4K
Full reported line items
Total assets (EOY)
$573,989
Total liabilities (EOY)
$0
Net assets (EOY)
$573,989
Employer contributions
$6,328
Participant contributions
$19,442
Total income / additions
$132,118
Benefits paid
$0
Administrative expenses
$120
Total expenses
$120
Net increase / (decrease)
$131,998

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240417152013NAL0003427456001 cover?
It is the 2023 Form 5500 filing for K&W And Fathers Inc 401(K) Profit Sharing Plan & Trust, reported by K&W And Fathers Inc (EIN 13-3818721).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages